Latest Institutional Transactions on Ishares Core Dividend Growth E (DGRO)
This table provides information on the latest institutional transactions involving Ishares Core Dividend Growth E (DGRO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-977- 13.71% |
$49.1K - $51.9K
|
6.15K
$399K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
38.4KNew |
$1.93M - $2.04M
|
38.4K
$2.49M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.53KClosed |
$76.6K - $81K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500Closed |
$24.3K - $25.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-575KClosed |
$27.9M - $29.4M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-26.3KClosed |
$1.28M - $1.35M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.8KClosed |
$282K - $297K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-1.3KClosed |
$63.1K - $66.5K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8KClosed |
$389K - $409K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-775- 8.02% |
$37.6K - $39.6K
|
8.88K
$577K
|
|
|
Jul 28, 2021
Q2 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-19KClosed |
$923K - $972K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-7.63KClosed |
$370K - $390K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
133KNew |
$6.46M - $6.8M
|
133K
$8.63M
|
|
|
Jul 19, 2021
Q2 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-200- 1.0% |
$9.71K - $10.2K
|
19.8K
$1.29M
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-517KClosed |
$25.1M - $26.5M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-199KClosed |
$8.76M - $9.64M
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.8KClosed |
$124K - $136K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.8KClosed |
$124K - $136K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
5.34KNew |
$236K - $259K
|
5.34K
$347K
|
|
|
May 13, 2021
Q1 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.34KClosed |
$236K - $259K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.57KClosed |
$113K - $125K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-263Closed |
$11.6K - $12.8K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-905Closed |
$39.9K - $43.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-300Closed |
$13.2K - $14.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-38Closed |
$1.68K - $1.85K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.4KClosed |
$61.8K - $68K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.94KClosed |
$85.7K - $94.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-3.1KClosed |
$120K - $139K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.37KClosed |
$52.9K - $61.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.97KNew |
$76.2K - $88.2K
|
1.97K
$128K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-2Closed |
$77.5 - $89.6
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
988New |
$38.3K - $44.3K
|
988
$64.1K
|
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.86KClosed |
$343K - $397K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-125Closed |
$4.85K - $5.6K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Sol Capital Management CO
|
BUY
|
- |
5KNew |
$194K - $224K
|
5K
$325K
|
|
|
Jan 20, 2021
Q4 2020
|
Busey Wealth Management
|
SELL
|
- |
-8.08KClosed |
$313K - $362K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-39.9KClosed |
$1.49M - $1.67M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.3KNew |
$609K - $683K
|
16.3K
$1.06M
|
|
|
Nov 12, 2020
Q3 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-7.74KClosed |
$289K - $325K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.62K+ 12.72% |
$97.7K - $110K
|
23.2K
$1.51M
|
|
|
Nov 05, 2020
Q3 2020
|
Empire Life Investments Inc.
|
SELL
|
- |
-49.8KClosed |
$1.86M - $2.09M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-7.02KClosed |
$262K - $295K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.72KClosed |
$251K - $282K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10Closed |
$374 - $420
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
55New |
$2.05K - $2.31K
|
55
$3.57K
|
|
|
Oct 14, 2020
Q3 2020
|
Aries Wealth Management
|
SELL
|
- |
-17.3KClosed |
$648K - $728K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.91K+ 71.12% |
$122K - $160K
|
9.42K
$611K
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
19KNew |
$591K - $775K
|
19K
$1.23M
|
|
|
Aug 14, 2020
Q2 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.62KClosed |
$238K - $311K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-36.1KClosed |
$1.13M - $1.48M
|
0
$0
|
|